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cats:procedures:sampling:addreviewsamples [2018/06/21 14:19] – [Managing Sampling in CATS] jen | cats:procedures:sampling:addreviewsamples [2019/02/20 15:01] (current) – amanda | ||
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- | =====Managing | + | =====Managing |
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====Adding Sample Entries==== | ====Adding Sample Entries==== | ||
You may add received or outgoing samples. Received samples are sent to you to test and buy. Outgoing samples are sent out to a perspective buyer to test. | You may add received or outgoing samples. Received samples are sent to you to test and buy. Outgoing samples are sent out to a perspective buyer to test. | ||
- | To add a received sample go to, **Traffic** > **Sampling** > **Add Sample** > **Received Sample**.\\ | + | To add a received sample, go to **Traffic** > **Sampling** > **Add Sample** > **Received Sample**.\\ |
Or to add an outgoing sample, go to **Traffic** > **Sampling** > **Add Sample** > **Outgoing Sample**. \\ | Or to add an outgoing sample, go to **Traffic** > **Sampling** > **Add Sample** > **Outgoing Sample**. \\ | ||
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CATS will display a dialog with the traffic mark information for the selected record. | CATS will display a dialog with the traffic mark information for the selected record. | ||
- | Finally, you can add line item to the sample manually by selecting **Marks** > **Add** from the menu. | + | Finally, you can add line items to the sample manually by selecting **Marks** > **Add** from the menu. |
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Enter info and press **Apply**. | Enter info and press **Apply**. | ||
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This entry will not be tied to any traffic material, so is best used for situations where you're sampling material without a purchase contract or if you want to enter a multiple results for the same sample. | This entry will not be tied to any traffic material, so is best used for situations where you're sampling material without a purchase contract or if you want to enter a multiple results for the same sample. | ||
<note tip> | <note tip> | ||
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+ | ====Linking Samples to Location Screens==== | ||
+ | To indicate that a particular sample is now associated with a container that is on a location screen, you can link the sample to the screen. | ||
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+ | ====Adding Sampling Results directly to Marks==== | ||
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+ | You may want to show something has been sampled without creating a sampling order. You can add the sampling result directly to the mark. You can also approve or reject the sampling result from here. | ||
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+ | Go to **Contract > Purchase > Location**. | ||
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+ | Select the contract number from the list to see marks for this contract, then pick **Continue**. | ||
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+ | Double-click on the mark to open it for Edit/ | ||
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+ | Add in the sampling results on this page. | ||
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+ | Once you add the sampling results you can leave it as pending, or approve or reject it. | ||
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====Forward a Sample (Child Link)==== | ====Forward a Sample (Child Link)==== | ||
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From the sample management screen, go to **Forward** on the top menu bar. | From the sample management screen, go to **Forward** on the top menu bar. | ||
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Select sample type and press **Continue**.\\ | Select sample type and press **Continue**.\\ | ||
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Add the sent sample entry and press **Apply**.\\ | Add the sent sample entry and press **Apply**.\\ | ||
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Sample has been added and will show on screen. | Sample has been added and will show on screen. | ||
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The sample you have forwarded will be listed under the column labeled **Child Link**. Press **Exit** to return to the main menu.\\ | The sample you have forwarded will be listed under the column labeled **Child Link**. Press **Exit** to return to the main menu.\\ | ||
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When you go in to review the sample you have forwarded, you will see that it is now linked to the original sample. | When you go in to review the sample you have forwarded, you will see that it is now linked to the original sample. | ||
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====Scanning the List of Sample Entries==== | ====Scanning the List of Sample Entries==== | ||
- | To see a list of all samples go to, **Traffic > Sampling > Scan samples**.\\ | + | To see a list of all samples, go to **Traffic > Sampling > Scan samples**.\\ |
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* Add - To add a new sample.\\ | * Add - To add a new sample.\\ | ||
* Edit - Choose edit to make any changes or add additional criteria to this sample.\\ | * Edit - Choose edit to make any changes or add additional criteria to this sample.\\ | ||
- | * Delete - Will delete this sample entry.\\ | + | * Delete - To delete this sample entry.\\ |
Press **Exit** to return to main menu.\\ | Press **Exit** to return to main menu.\\ | ||
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====Scanning Marks==== | ====Scanning Marks==== | ||
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Use the scan marks tool to see detailed records of all traffic marks attached to a sample. Go to **Traffic > Sampling > Scan Marks**.\\ | Use the scan marks tool to see detailed records of all traffic marks attached to a sample. Go to **Traffic > Sampling > Scan Marks**.\\ | ||
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- | ====Adding Sampling Results directly to Marks==== | ||
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- | You may want to show something has been sampled without creating a sampling order. You can add the sampling result directly to the mark. You can also approve or reject the sampling result from here. | ||
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- | Go to **Contract > Purchase > Location**. | ||
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- | Choose the contract specific to the mark you are adding to. | ||
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- | Double-click on the mark. | ||
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- | Add in the sampling results on this page. | ||
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- | Once you add the sampling results you can leave it as pending, or approve or reject it. | ||
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